EdCast and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Actions

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EdCast

Add Learning goals to the user
Add a Learning goal to the user in Edcast LXP
Add a Member to a Group
Add a member to a group in EdCast LXP
Assign manager to user
Assign manager to user by User External ID or User Email ID.
Create a new Job Opportunity
Create a new job opportunity in EdCast OMP
Create a Group
Create a group in EdCast LXP
Create User Badge
Create badge for a user in EdCast LXP
Create User Skill
Create Skill for a user in EdCast LXP
Create User Records
Create users records in EdCast LXP (maximum batches of 10)
Custom action
Custom action in EdCast LXP
Delete a Job opportunity
Delete an existing job opportunity in EdCast OMP
Delete user skill
Delete User Skill from Edcast LXP
Get Job Opportunity
Get a single job opportunity details from EdCast OMP
Get list of Job Opportunities
Get list of all job opportunities from EdCast OMP
Get list of users
Get list of users in EdCast LXP
Get Groups
Get groups in EdCast LXP
Get user by ID
Get a user record in EdCast LXP
Get User Skill Credentials
Get Skill credential for a user in EdCast LXP
Get Users Groups
Returns the user's group(s) from EdCast LXP
Remove Learning goals to the user
Remove a Learning goal of the user in Edcast LXP
Remove a Member From a Group
Remove a Member from a Group in EdCast LXP
Unassign manager from user
Unassign manager from user by User External ID or User Email ID
Update a Job Opportunity
Update an existing job opportunity in EdCast OMP
Update a Group
Update a group in EdCast LXP
Update User Record by ID
Update a user record in EdCast LXP
Update User Status
Update a user's status in EdCast LXP

Any other action you can think up

Sanctuary Wealth Advisor

Get Account Asset Values
Holdings for one account, with a cash subtotal
Get Account Transactions
Transactions in a date range, with a withdrawal subtotal
Get Account Value
Market value for one account, current or as of a date
Get Benchmark & Risk Profile
Household risk and benchmark figures. Response shape unverified
Get Beneficiaries (by Rep)
Beneficiaries for a rep, filtered to account IDs
Get Client Detail
One client record. Verbose adds portfolio and household members
Get Client Registrations
Registrations for one client
Get Household Portfolio Cards
Household performance cards. Response shape unverified
Get Performance & Allocation Summary
Household performance and allocation. Response shape unverified
Get RMD (by Rep)
RMD figures for a rep, filtered to account IDs
Get Signed In User
Advisor identity, read from Orion on every call
Get Systematics (by Rep)
Systematic distributions for a rep, filtered to account IDs
List Accounts (Grid View)
Accounts with client and household join keys
List Billing Clients
Client level fee schedule and billing status
List Billing Schedules
Fee schedule names and types. Rates are free text - never parse them
List Clients
Clients from the plain route. Use the Grid view if this 404s
List Clients (Grid View)
Client list. The reliable one - start here
List Portfolio Assets
Holdings for a set of account IDs
List Registrations
Registration reference list. Fetch once at build time
List Transaction Types
Transaction type IDs. Fetch once, then hard code the withdrawal IDs
Search Accounts (Simple)
Find accounts by name, number, or client ID

Any other action you can think up

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